MSI info on Both Leads & Contacts | Community
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A
Anonymous
September 19, 2016
Question

MSI info on Both Leads & Contacts

  • September 19, 2016
  • 2 replies
  • 2562 views

We did a fairly basic deployment of Marketo and sync with SF where the MSI info rolls up to the contact in SF if a contact exists. If a contact does not exist that info is on the Lead. This apparently drives our sales team nuts.

Have other done some custom work to roll MSI info up to both the Lead and Contact? Is it a good idea? How big a project was it?

thx

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2 replies

A
Anonymous
September 19, 2016

If you convert the lead to a contact the data will go along with it

Jessica_Kao3
Jessica_Kao3
Level 7
September 19, 2016

Hi Brian,

You might want to take a look at the sales process as well. 

Some sales teams only work in contacts, while SDRs work in leads.  I have seen other companies where all of sales works in contacts only and marketing works in leads.  If that's the case, as Jamie suggested, you might want to have everything converted to a lead but these are more process discussions on how sales and marketing are working together inside SFDC.  You would need to write automated workflows in SFDC to accomplish this.  Do any part of your salesforce work on the lead object?

A
Anonymous
September 19, 2016

Why are they frustrated with the lead records having the data?

A
Anonymous
September 19, 2016

their frustration is having the MSI data on the contact record rather than the lead itself.

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